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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,460 | $100,868-90.6% | $90,414-89.5% | $158,931-94.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.39% | 1724.58%-1709.2pp | 1293.19%-1277.8pp | 302.86%-287.5pp |
| Employer contribution / active EE | $1,414 | $3,689-61.7% | $3,262-56.7% | $4,761-70.3% |
| Participant deferral / active EE | $1,515 | $4,348-65.2% | $3,963-61.8% | $5,982-74.7% |
| Admin fee / account holder | $3,641 | $6,502-44.0% | $5,611-35.1% | $11,247-67.6% |